Victory Financial Group
MCD icon

Victory Financial Group’s McDonald's MCD Stock Holding History

Victory Financial Group’s Portfolio MCD Stock Details MCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$545K Buy
2,361
+538
+30% +$142K 0.05% 231
2026
Q2 		$493K Sell
1,823
-447
-20% -$128K 0.05% 221
2026
Q1 		$705K Buy
2,270
+146
+7% +$46.5K 0.09% 154
2025
Q4 		$649K Buy
2,124
+299
+16% +$91.6K 0.08% 152
2025
Q3 		$554K Sell
1,825
-186
-9% -$56.6K 0.08% 139
2025
Q2 		$588K Buy
2,011
+506
+34% +$156K 0.09% 111
2025
Q1 		$469K Buy
1,505
+745
+98% +$223K 0.09% 107
2024
Q4 		$220K Buy
+760
New +$227K 0.06% 128

Other funds holding MCD

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Victory Financial Group's MCD Position: Q3 2026 in Review

Victory Financial Group increased its McDonald's (MCD) stake by 30% in Q3 2026, buying an estimated $142K and bringing the position to 2,361 shares worth $545K. The position accounts for 0.05% of the portfolio, ranked #231.

Victory Financial Group first reported a position in MCD in Q4 2024 and has held it in 8 quarters since. The position peaked at $705K in Q1 2026. 2,610 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Victory Financial Group held 2,361 shares of McDonald's worth $545K as of Q3 2026.
  • Victory Financial Group bought 538 McDonald's shares in Q3 2026, an estimated $142K.
  • McDonald's made up 0.05% of Victory Financial Group's portfolio in Q3 2026, its #231 holding.
  • Victory Financial Group first reported a position in McDonald's in Q4 2024 and has held it in 8 quarters since.
  • Victory Financial Group's McDonald's position peaked at $705K in Q1 2026.
  • 2,610 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Victory Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.